Set contract approval ownership from deal context
Put the right reviewer into the chain before contract work stalls.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Add Contract Approver
Tool to manually add an approver to a contract. Use when you need to add a user or user group to the approval chain of a contract at a specific position.
Why this helps
Contract approvals slow down when ownership is decided only after documents are ready.
- Reduce contract delays
- Clarify reviewer ownership
- Automate repeatable routing
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Coupa in Notis once.
- 2Create an automation named Deal Contract Approver.
- 3Tell Notis how to identify the contract and approver from the deal details.
- 4Pick New Deal Received as the trigger.
- 5Choose a report channel and test with one real deal and contract.
Questions about this workflow
Can the approver be a user group?
Yes. Specify whether to add a user or user group.
What if no contract is ready yet?
Ask Notis to report the deal for later follow-up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Coupa. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Coupa actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Create Account
Tool to create a Coupa account. Use when you need to provision a new general ledger account with a specific chart-of-accounts type and code segments.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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New Note Received Trigger
Triggered when a new note is created in Pipedrive
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Tool to retrieve recently accessed accounts from Coupa. Use when you need to view accounts that the user has recently interacted with.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Get Account
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Update Account
Tool to update an existing Coupa account. Use when you need to modify account information including account type, activation status, code segments, and display name.
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Tool to list account types in Coupa. Use when you need account type IDs and names for account creation.
Get Account Type
Tool to retrieve a specific account type by ID. Use when you need detailed information about a chart of accounts.
Connect any two apps with Notis in the middle.
Pipedrive and Coupa, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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